AmandaR1
New Member

Retirement tax questions

You're correct Non-qualified annuities are not subject to Required Minimum Distributions (RMD).

You need to go back in, delete your 1099-R entry and re-enter it. When you re-enter it, answer the questions that follow carefully and then continue out of the section and answer additional questions there too. 

  1. Open your return. (In Online: Login and click Take me to my return)
  2. Click on the Federal or Personal Tax tab (In Online: under 2017 Taxes, select the Federal) 
  3. Select the Personal/Federal Income tab, below
  4. Scroll down to Retirement Plans and Social Security section
  5. Click Update or Revisit next to IRA, 401(k), Pension Plans (1099-R)
  6. You'll be at a listing of the 1099-Rs you've entered. click Delete to remove your prior entry. 
  7. Click Add Another 1099-R or begin entering your form again. 
  8. Answer the questions that follow carefully. 
  9. ***When you've finished entering your form and are back at the summary screen of Form 1099-Rs, be sure to click CONTINUE. In some cases, this is where you'll be asked additional relevant questions. 

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